UK Pension Transfer Advice, Personalised Service

At Pension Transfers Direct (NZ) Ltd, we help UK migrants and returning expats transfer their UK pension funds to New Zealand.

Transferring your UK pension to New Zealand can be a complicated and time consuming process. So access the best advice with our free, no obligation assessment and we’ll make transferring your UK pension stress and hassle-free.

Personal

We provide a personalised service offering ongoing contact and advice when and as required.

Affordable

We offer a free, no-obligation assessment of your entitlements and benefits so you can make an informed decision.

100% Success Rate

Our pension transfer success rate is 100% - all completely tax-free

Objective & Independent

We are not tied to any one New Zealand superannuation scheme but offer a range of approved NZ QROPS (Qualifying Recognised Overseas Pension Schemes) to suit your needs.

We help you access your funds

Depending on your UK pension scheme, you may be able to access up to 50% of your funds within 3 months of transfer and the balance within 2 years. We help you evaluate your options and entitlements and make the transfer.

Secure & tax-free

If your pension is transferred to a non approved QROPS in New Zealand, you could pay UK tax of 55% on the transferred funds. We only use approved NZ QROPS to safeguard your funds and eliminate tax.

Minimise exchange rate effects

We can transfer your pension to a QROPS and hold your funds in Sterling pounds until you are happy with the exchange rate. This gives you currency control that could save you thousands of dollars.

Flexible Investment Options

We provide a wide range of investment options for our clients, from conservative portfolios to individual self invested sub trusts enabling investment in items such as art, gold, antiques or commercial property.